The registered investment advisor industry hit several record highs in 2024, including for the number of…
Tag: AUM
Cresset’s Susie Cranston on Scaling to $65B AUM
In this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation…
Cresset’s Family Office Roots Drive Growth to $65B AUM
Cresset, a $65 billion registered investment advisor based in Chicago, started as a family office serving…
Lido Advisors Secures Investment from HPS, Aims for Growth Beyond $30B AUM
Lido Advisors has sold a stake to HPS Investment Partners, which joins prior investor Charlesbank Capital…
Insurance AUM Has Tripled in Past Decade, Reaching $4.5T Last Year
Unaffiliated general account insurance assets—assets managed by third parties for insurers—rose to $4.5 trillion at the…
Subscription Fees in Advisory Firms Beyond AUM
If you have a practice with two partners or an “ensemble” practice with five to 10…